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Motilal Oswal Business Cycle Fund-Reg(G)

Scheme Returns

7.73%

Category Returns

2.13%

Riskometer

  • Low
  • Low to moderate
  • Moderate
  • Moderately High
  • High
  • Very High

NAV Chart

Trailing Returns

1 Day 1 week 1 Mth 3 Mth 1 Yrs 3 Yrs 4 Yrs 5 Yrs Since Inception
Motilal Oswal Business Cycle Fund-Reg(G) -0.60 1.50 7.73 -9.82 0.00 0.00 0.00 0.00 15.75
Equity - Thematic Fund - Other -44.64 -8.42 2.13 -8.85 5.58 15.22 16.21 24.89 9.25

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.

  • AMC

    Motilal Oswal Asset Management Company Limited

  • Fund

    Motilal Oswal Mutual Fund

Snapshot

  • Inception Date

    27-Aug-2024

  • Initial Price

    ₹10

  • Entry Load

    --

  • Size of Fund(in Cr.)

    78,330.67

  • Scheme Plan

    --

  • Scheme Class

    Equity - Thematic Fund - Other

  • Objectives

    To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.

  • Scheme Type

    Open ended scheme

  • Min. Investment

    ₹500

  • Exit Load

    1

  • Latest NAV

    11.5745

  • Fund Manager

    Mr. Ajay Khandelwal

  • Fund Manager Profile

    --

  • Fund Information

  • AMC

    Motilal Oswal Asset Management Company Limited

  • Address

    10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

  • Phone

    022 40548002

  • Fax

    022-22816161

  • Email

    amc@motilaloswal.com

  • Website

    http://www.motilaloswalmf.com/

  • Registrar Agent

  • Registrar

    KFin Technologies Limited

  • Address

    Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032

  • Phone

    (040) 23312454 23320751 23320752

  • Fax

    (040) 23311968

  • Email

    customercare@karvy.com

  • Website

    https://mfs.kfintech.com/

Portfolio Details

Allocation
Equity : 81.55
Others : 18.45

Companies - Holding Percentage

Company Market Value hold percentage
Net Receivables / (Payables) 21192.68 13.22
Shaily Engineering Plastics Limited 15186 9.48
Coforge Limited 14724.3 9.19
Trent Limited 14554.65 9.08
PG Electroplast Limited 9934.98 6.2
Polycab India Limited 9426.8 5.88
Kalyan Jewellers India Limited 9245 5.77
Healthcare Global Enterprises Limited 8778.88 5.48
HDFC Bank Limited 8662 5.4
Bharti Airtel Limited 8368.5 5.22
Persistent Systems Limited 7955.85 4.96
Bharti Airtel Limited 6280.8 3.92
CG Power and Industrial Solutions Limited 5726 3.57
Bajaj Holdings & Investment Limited 4193.85 2.62
Sky Gold Limited 3817.2 2.38
One 97 Communications Limited 3574.75 2.23
Dixon Technologies (India) Limited 3483.96 2.17
ITD Cementation India Limited 3406.67 2.13
Premier Energies Limited 1748.32 1.09

Sectors - Holding Percentage

Sector hold percentage
Others 18.45%
IT 16.38%
Plastic Products 9.48%
Retailing 9.08%
Consumer Durables 8.37%
Diamond & Jewellery 8.15%
Electricals 6.97%
Healthcare 5.48%
Bank 5.4%
Telecom 3.92%
Capital Goods 3.57%
Finance 2.62%
Infrastructure 2.13%

Divident Details

Scheme Name Date Dividend (%)
No Data Found

Alternative Funds From Category

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Franklin India Opportunities Fund - Growth 681.73 6.7 -9.58 -12.39 15.08 27.59
HSBC Business Cycles Fund - Regular Growth 566.37 11.98 -10 -13.06 13.48 20.61
Samco Active Momentum Fund - Regular Plan - Growth Option 411.94 4.54 -7.51 -5.87 12.71 0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 491.32 6.31 -15.91 -14.35 12.04 0
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 627.43 8.86 -9.1 -16.11 8.37 15.34
Kotak Pioneer Fund- Regular Plan- Growth Option 1627.66 4.21 -9.83 -14.19 7.86 15.82
Nippon India Quant Fund -Growth Plan - Growth Option 36.31 7.74 -4.07 -10.69 7.57 18.45
360 ONE QUANT FUND REGULAR GROWTH 59.83 10.32 -3.97 -14.87 7.4 20.93
Canara Robeco Manufacturing Fund - Regular Plan - Growth Option 1123.4 8.37 -11.47 -18.38 7.09 0
Axis Innovation Fund - Regular Plan - Growth Option 1359.02 2.34 -9.83 -14.34 6.61 10.19

Other Funds From - Motilal Oswal Business Cycle Fund-Reg(G)

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 25880.7 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24488 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 23703.68 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 22897.62 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 20055.68 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 18604.02 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 15940.06 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 14445.55 4.46 -16.73 -13.88 16.94 28.27
Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option 13162.07 8.14 -10.01 -10.03 18.43 21.84
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 12627.68 4.46 -16.73 -13.88 16.94 28.27